CPR Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CPR Investments’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Buy	+8,918	New	+$283K	0.22%	41
2026 Q1	–	Sell	-12,576	Closed	-$345K	–	59
2025 Q4	$345K	Sell	12,576 -3,899	-24%	-$106K	0.23%	37
2025 Q3	$450K	Buy	16,475 +2,457	+18%	+$67K	0.31%	36
2025 Q2	$371K	Buy	14,018 +2,886	+26%	+$75.4K	0.29%	36
2025 Q1	$311K	Buy	+11,132	New	+$310K	0.28%	31
2024 Q4	–	Sell	-11,379	Closed	-$321K	–	44
2024 Q3	$321K	Buy	+11,379	New	+$310K	0.3%	33

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CPR Investments's SCHD Position: Q2 2026 in Review

CPR Investments opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 8,918 shares worth $283K. The stake represents 0.22% of the portfolio and ranks #41 among its holdings. This is a return to the name: CPR Investments previously reported a position in SCHD as recently as Q4 2025.

CPR Investments first reported a position in SCHD in Q3 2024 and has held it in 6 quarters since. The position peaked at $450K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CPR Investments held 8,918 shares of Schwab US Dividend Equity ETF worth $283K as of Q2 2026.
Schwab US Dividend Equity ETF was a new CPR Investments position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.22% of CPR Investments's portfolio in Q2 2026, its #41 holding.
CPR Investments first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 6 quarters since.
CPR Investments's Schwab US Dividend Equity ETF position peaked at $450K in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.